Autodesk Inc. (NASDAQ: ADSK) is a global leader in design and engineering software, known for AutoCAD, Revit, Fusion, and a growing cloud ecosystem that powers architects, engineers, and manufacturers worldwide. Shares trade around $306, giving Autodesk a market value of roughly $64.9B.
Founded by John Walker, Autodesk has transitioned from boxed software to a high margin subscription platform with strong retention and predictable cash flow. Understanding who owns Autodesk today helps clarify how the market’s most informed investors view its long term outlook.
Who Are Autodesk’s Top Shareholders?
Autodesk’s shareholder base is anchored by major passive institutions that tend to hold through market cycles. Active managers made both additions and reductions, reflecting mixed views on valuation as Autodesk pushes further into cloud based workflows.
Autodesk’s Largest Shareholders
- The Vanguard Group: 21,316,216 shares (10.05%), $6,538.5M value. Added 448,602 shares (+2.15%).
- BlackRock Institutional Trust: 12,793,102 shares (6.03%), $3,924.2M value. Added 35,432 shares (+0.28%).
- State Street Investment Management: 10,087,773 shares (4.76%), $3,094.3M value. Added 778 shares (+0.01%).
- Loomis Sayles: 5,931,821 shares (2.80%), $1,819.5M value. Added 100,374 shares (+1.72%).
- Geode Capital: 5,558,350 shares (2.62%), $1,705.0M value. Cut 47,914 shares (0.85%).
- Ninety One UK: 4,945,907 shares (2.33%), $1,517.1M value. Cut 392,218 shares (7.35%).
- Invesco QQQ Trust: 4,486,315 shares (2.12%), $1,376.1M value. Cut 12,090 shares (0.27%).
- Fidelity Management: 3,861,132 shares (1.82%), $1,184.4M value. Cut 633,337 shares (14.09%).
- MFS Investment Management: 3,361,338 shares (1.59%), $1,031.1M value. Added 514,380 shares (+18.07%).
- BlackRock Ireland: 3,086,644 shares (1.46%), $946.8M value. Cut 54,651 shares (1.74%).
For investors, this stable base of large passive managers provides long term support, while mixed moves among active institutions suggest differing views on valuation and growth as Autodesk ramps its cloud subscription strategy.
Hedge Fund Highlights
One notable theme last quarter is that several sophisticated hedge funds significantly increased their Autodesk exposure. These moves often signal improving expectations around growth momentum, pricing strength, and subscription durability.
Jane Street Group made the largest move, lifting its Autodesk position by 6339.76% after adding roughly 328.6k shares. The stake, valued around $106M, appears like a strong shift toward Autodesk as billings and renewals stabilize.
Two Sigma Advisers, co founded by John Overdeck, boosted its holdings by 448.77%, adding more than 91k shares. This suggests its models may be picking up positive signals on Autodesk’s demand environment and margin trends.
Squarepoint Ops increased its position by 172.98%, adding about 358k shares for a stake worth $179.5M. The scale of this increase looks like a constructive view on Autodesk’s recurring revenue engine and expanding cloud platform.
For investors, rising hedge fund exposure often indicates strengthening sentiment beneath the surface, especially among firms that track real time data and fundamental momentum.
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Autodesk’s Recent Insider Trades
Recent insider activity shows mostly modest selling and administrative filings. Several entries appear tied to normal reporting requirements or compensation cycles, though this cannot be confirmed.
Recent Insider Activity
- Andrew Anagnost (Officer and Director): Disposed 26,268 shares on 12/1/25. Filing showed no listed price.
- Ayanna MacCalla Howard (Director): Sold 917 shares at $325 on 9/28/25.
- Steven M. Blum (Officer): Sold 520, 11,366, 5,264, and 5,270 shares on 9/4/25 at $322 to $325.
- Ruth Ann Keene (Officer): Sold 2,761 shares at $315.10 on 9/2/25.
- Rebecca Pearce (Officer): Sold 3,752, 2,377, and 3,251 shares at $315 to $325.
- Multiple directors and trusts: Reported filings showing 0 shares moved, which appears like administrative updates rather than meaningful transactions.
For investors, insider activity leans slightly toward selling, although many filings look administrative or compensation related. This pattern does not materially change ownership but shows leadership managing exposure cautiously at current price levels.
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What the Ownership & Insider Trade Data Tell Us
Autodesk’s ownership is anchored by passive giants like Vanguard and BlackRock, active manager positioning is mixed, and hedge funds appear increasingly constructive. Insider activity looks modest and not impactful to overall ownership trends.
For investors, this combination paints a picture of a high quality software franchise with resilient long term support and improving sentiment among data driven funds as Autodesk deepens its cloud transition.
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